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Portfolio (Quarterly) Guide ↗

LEVEL FOUR ADVISORY SERVICES, LLC

· CIK 0001696715
13F Portfolio $3.0B AUM 866 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 65 New 425 Added 274 Reduced 41 Exited
Page 26 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 COHR COHERENT CORP Technology 2,946.0 $702K 0.02% +818.0 +38.4% $238.21 +46.6%
502 PHYL PGIM ETF TR 20,133.0 $697K 0.02% NEW $34.63 +1.1%
503 FTRI FIRST TR EXCHANGE-TRADED FD 38,893.0 $694K 0.02% NEW $17.85 -4.9%
504 VHT VANGUARD WORLD FD 2,545.0 $693K 0.02% +586.0 +29.9% $272.36 +0.5%
505 BKR BAKER HUGHES COMPANY Energy 11,347.0 $693K 0.02% -6K -34.4% $61.05 +9.6%
506 TMSL T ROWE PRICE ETF INC 18,878.0 $692K 0.02% NEW $36.67 +10.2%
507 REGN REGENERON PHARMACEUTICALS Healthcare 895.0 $692K 0.02% -57.0 -6.0% $772.65 -16.8%
508 FDIS FIDELITY COVINGTON TRUST 7,366.0 $687K 0.02% -227.0 -3.0% $93.26 +7.8%
509 SCHF SCHWAB STRATEGIC TR 27,649.0 $684K 0.02% -277.0 -1.0% $24.75 +9.4%
510 HAS HASBRO INC Consumer Cyclical 7,290.0 $682K 0.02% -270.0 -3.6% $93.58 -4.8%
511 ZTS ZOETIS INC Healthcare 5,746.0 $679K 0.02% +515.0 +9.8% $118.22 -32.7%
512 COWG PACER FDS TR 20,091.0 $678K 0.02% -104K -83.8% $33.74 +10.7%
513 FBT FIRST TR EXCHANGE-TRADED FD 3,369.0 $677K 0.02% -159.0 -4.5% $200.83 +4.4%
514 BUFQ FIRST TR EXCHNG TRADED FD VI 19,096.0 $674K 0.02% +7K +60.3% $35.32 +10.0%
515 SPMD SPDR SERIES TRUST 11,226.0 $665K 0.02% +1K +14.1% $59.22 +7.4%
516 JBL JABIL INC Technology 2,477.0 $658K 0.02% $265.63 +29.1%
517 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 3,471.0 $656K 0.02% $189.05 +25.7%
518 HYG ISHARES TR 8,227.0 $655K 0.02% $79.57 +0.2%
519 TFLR T ROWE PRICE ETF INC 12,987.0 $654K 0.02% $50.36 +1.1%
520 CSX CSX CORP Industrials 15,913.0 $653K 0.02% +237.0 +1.5% $41.05 +12.7%
Page 26 of 44  ·  866 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Financial Services 19.3%
Industrials 10.0%
Consumer Cyclical 9.1%
Healthcare 8.9%
Communication Services 6.9%
Consumer Defensive 6.6%
Energy 6.5%
Utilities 2.8%
Real Estate 1.3%